Accounts Receivable Detail portlet

You can find the
Accounts Receivable (A/R) Detail
portlet on the
Client Dashboard
.
The portlet shows invoice and receipt information for the current client. Right-click and select
Show Options
to update your view, including:
  • Searching
  • Filtering
  • Showing invoice details
  • Grouping invoices or detail by column headings
You turn on full rights by default for this portlet if you don't turn on rights for security options.
Select
Setup
,
Clients
, then
View
.
Check on rights for firms with multiple offices. You may want to revoke some for other offices.